Patrick Mauro Investment Advisor, INC. - Portfolio overview

Patrick Mauro Investment Advisor, INC. has 41 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. IXUS - ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF, 8.64%
2. CME - CME GROUP INC CLASS CLASS A, 7.04%
3. WSO - WATSCO INC, 6.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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